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Upbound Group
UPBD

Overview Fund Activity

270 hedge funds and large institutions have $2.86B invested in Upbound Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 118 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-14
Holders Change %
-4.93%
% of All Funds
4.74%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
38
Increased
81
Reduced
118
Closed
49
Calls
$18.6M
Puts
$12.6M
Net Calls
+$6M
Net Calls Change
+$13.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$201M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$20.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$18.2M
4
Millennium Management
4
Millennium Management
New York
$12.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$8.52M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$401M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$68.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$30.2M
4
Barclays
4
Barclays
United Kingdom
$3.29M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
201
Caxton Associates (New York)
New York
$280K +$41.5K +738 +17%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$277K – – –
SW
203
SVB Wealth
Massachusetts
$275K -$12.5K -223 -4%
GC
204
Guggenheim Capital
Illinois
$273K -$183K -3,262 -40%
PRC
205
Pearl River Capital
Michigan
$272K -$383K -6,830 -58%
MF
206
Magnetar Financial
Illinois
$272K +$272K +4,844 New
MS
207
Maven Securities
Jersey
$269K +$269K +4,790 New
RWM
208
Ritholtz Wealth Management
New York
$262K -$2.53K -45 -1%
PMG
209
ProVise Management Group
Florida
$262K +$6.74K +120 +3%
SAIG
210
Semper Augustus Investments Group
Colorado
$259K – – –
AC
211
Avestar Capital
New York
$243K -$168 -3 -0.1%
SPC
212
Sigma Planning Corp
Michigan
$241K -$196K -3,484 -45%
FEM
213
Fulcrum Equity Management
Texas
$239K -$3.54K -63 -1%
MPM
214
Meritage Portfolio Management
Kansas
$235K +$235K +4,175 New
CIM
215
Cambria Investment Management
California
$234K -$5.87M -104,358 -96%
CBN
216
Cadence Bank NA
Texas
$227K – – –
PAMS
217
Pictet Asset Management (Switzerland)
Switzerland
$225K +$225K +4,000 New
PM
218
Parametrica Management
Hong Kong
$225K +$225K +4,011 New
HFM
219
Harvest Fund Management
China
$223K +$166K +2,951 +288%
TI
220
Trexquant Investment
Connecticut
$221K -$606K -10,775 -73%
Mirae Asset Global Investments
221
Mirae Asset Global Investments
South Korea
$220K – – –
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$217K +$217K +3,862 New
SCM
223
Shelton Capital Management
Colorado
$216K – – –
ACM
224
AlphaCrest Capital Management
New York
$215K -$865K -15,416 -80%
PAM
225
Premier Asset Management
Illinois
$213K -$673K -11,976 -76%
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